| 1 | Vinva Investment Management Ltd | $108.1M | 618,308 | New |
| 2 | Sanctuary Advisors, LLC | $68.8M | 3.5M | Added |
| 3 | Legacy Financial Group LLC | $45.2M | 2.3M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $32.7M | 1.6M | Added |
| 5 | UBS Group AG | $19.6M | 983,492 | Added |
| 6 | HARBOUR INVESTMENTS, INC. | $17.1M | 859,522 | Added |
| 7 | Atria Investments, Inc | $13.0M | 656,158 | Added |
| 8 | KKM Financial LLC | $11.8M | 592,014 | Trimmed |
| 9 | LPL Financial LLC | $7.7M | 389,024 | Added |
| 10 | Rockefeller Capital Management L.P. | $4.2M | 210,117 | Added |
| 11 | Royal Bank of Canada | $3.5M | 174,309 | Added |
| 12 | Bank of New York Mellon Corp | $2.4M | 121,970 | Added |
| 13 | BREAKTHRU ADVISORY SERVICES, LLC | $2.4M | 118,222 | Trimmed |
| 14 | Plus Group Wealth Advisors LLC | $2.1M | 106,862 | New |
| 15 | Equitable Holdings, Inc. | $1.8M | 92,496 | Added |
| 16 | GTS SECURITIES LLC | $1.7M | 87,235 | Added |
| 17 | Comprehensive Financial Consultants Institutional, Inc. | $1.5M | 72,927 | New |
| 18 | Mowery & Schoenfeld Wealth Management, LLC | $1.4M | 68,840 | New |
| 19 | Quantum Private Wealth, LLC | $1.3M | 63,238 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 58,995 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $776,852 | 39,070 | New |
| 22 | Janney Montgomery Scott LLC | $703,000 | 35,334 | Trimmed |
| 23 | Allworth Financial LP | $527,758 | 26,542 | Trimmed |
| 24 | Global View Capital Management LLC | $220,071 | 11,068 | New |
| 25 | Farther Finance Advisors, LLC | $35,790 | 1,800 | Hold |